See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,468 | $76,050-12.6% | $96,544-31.2% | $71,457-7.0% |
| Participation rate | 52.4% | 74.4%-22.0pp | 76.0%-23.6pp | 67.9%-15.5pp |
| Annual return | 16.87% | 22.81%-5.9pp | 25.84%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,121 | $2,244-5.5% | $2,965-28.5% | $2,588-18.0% |
| Participant deferral / active EE | $3,745 | $4,215-11.2% | $4,851-22.8% | $4,289-12.7% |
| Admin fee / account holder | $9,092 | $2,707+235.9% | $8,252+10.2% | $1,587+472.8% |